Running the Material Transactions Report

  1. Open the Material Transactions Report.
  2. Specify this information on the Type tab:
    Reference Type
    Select the reference types to include in the report:
    • Inventory
    • Purchase Order
    • Transfer
    • SRO
    Transaction Type
    Select the transaction types to include in the report:
    • Adjustment
    • Misc Receipt
    • Misc Issue
    • Stock Move
    • Other Cost
    • Receipt
    • Ship
    • Transfer
    • Transfer Loss
    • Cycle Count
    • Physical Inventory
    • Finish
    • Labor/Next Operation
    • Issue/WIP Change
    • Withdrawal/Return
    • Split/Merge/Create
    • Scrap
    Impact Inventory
    Select Yes if you want to filter the transactions to include only those with Impact Inventory selected.
    Sort By
    Select one of these methods for sorting the report:
    • Date
    • Item
    • Location
    • Lot
    • Transfer Order
    • Service Order
    • Purchase Order
    Print Cost
    Select this check box to print cost detail on the report.
    Display Report Headers
    Select this check box to print report headers on the output.
  3. On the Inventory tab, select the range of values to include for these fields:
    • Transaction Date
    • Transaction
    • Reason Code
    • Document Number
    • Item
    • Warehouse
    • Location
    • Lot

    Select Increment Date to automatically increment the transaction date range and re-run the report.

  4. On the Orders tab, select the range of values to include for these fields:
    • SRO/Line/Oper
    • Transfer Order Line
    • Purchase Order Line/Release
  5. Click Preview to view the output before printing.
  6. Click Print to run the report and view the output.